Some Short-Term Health Plans Pay a 40% Commission: House Energy Investigators
By Allison BellThe number of enrollees may have increased 27% in 2019, investigators found.
June 26, 2020
How to Decide if an Annuity Is Right for Your Client: Morningstar's BenzFrom simple to complex, these products stir debate. Here's what advisors might ponder before recommending them.
June 25, 2020
What's Next for Chaos in the Custodial Space?The once-sleepy field is seeing intense change; three waves of advisor migration are expected from the Schwab-TD Ameritrade deal and other shifts.
June 25, 2020
Asset Managers and Strategists of the Year 2020: Shining in Exceptional TimesWe spotlight Envestnet portfolio managers with strategies that produce consistently strong results.
June 24, 2020
Overall Asset Manager of the Year: T. Rowe Price"We have one research team for high yield and loans," Massaro said. "Collaboration is a big theme," and it goes even beyond the bank loan and high yield teams. "We can tap into the collective insights from our firm's equity franchise."
June 24, 2020
Strategist of the Year: American Funds"The way we invest is different from most other asset managers. We do not use a style system. Instead we use a multi-manager system that divides the portfolio into segments, each run by an individual manager."
June 24, 2020
Liquid Alts Manager of the Year: Eaton Vance"We very quickly exited [our long bond] position because of what we perceived as a negative change in direction in Argentina. That's a quintessential example of how we manage our positions or view our investments."
June 24, 2020
Impact Asset Manager of the Year: Breckinridge Capital"We look at all that data along with the fundamentals to get a more holistic view of an issuer and see what are some potential credit risks there could be that we're not going to see in the financials."